Marshall Financial Group LLC - Q12026 Holdings

Marshall Financial Group LLC holds 293 stocks with a total portfolio value of $ 624.56M as of Q12026. In Q12026, Marshall Financial Group LLC added 25 new positions, increased stakes in 110 stocks, reduced 126 holdings, and fully exited 20 positions. The largest holding is Spdr Series Trust (BILS), representing 5.74% of the total portfolio.